Note: Only Super Admins/Admins/Team Leads can do this (for documents they have permission to see).
With Charlie you can store all the essential information directly on a team members profile. We also allow you to select who can view and edit these files.
To add a new document:
- Go to the individuals profile from the People page, or by using the search bar.
- Head to the documents section of their profile.
- Select the 'Add document' option.
- Select a folder to save the file in.
- Add a description.
- Use the 'Add document' button to save the changes.